Advisers need to be using social media, says Barbara Stewart, CFA. Call it social selling. It is not a replacement for traditional, proven selling practices, but in today’s world, you have no choice but to incorporate it into your daily life as an adviser.
Why are there so few women in asset management, specifically, and finance, generally? Put that question to Suni Harford, head of investments and group managing director at UBS Asset Management, and she would say: "Lack of opportunity."
"Value is defined by the client," Elizabeth Corley explained at the 2017 CFA Institute Alpha and Gender Diversity Conference. "You’ve got to demonstrate that you’re putting their interests first."
Heather Brilliant, CFA, and Brad M. Barber discuss recent research on gender diversity at the CFA Institute Alpha and Gender Diversity Conference. Lauren Foster provides a synopsis.
An unorthodox solution to the US retirement crisis from Sloane Ortel; a discussion of Nobel laureate Richard H. Thaler's contributions to economics by Lauren Foster; and an analysis of the value of self-awareness by Jim Ware, CFA, are among the top EI posts from October.
"We don't pay enough attention to the big obvious problems that are in front of us," says Michele Wucker, the author who coined the term gray rhino. Investors should learn to identify four kinds of gray rhinos: charging, recurring, meta, and unidentified, she explains in an interview with Nathan Jaye, CFA. Each type can require different solutions.
Why smart people do foolish things, the search for meaning, and the potential dangers of social media and smartphones are among the topics covered in Lauren Foster's latest Weekend Reads.
The topic of emotional intelligence (EQ) usually evokes predictable responses: eye-rolling, finger tapping, cavernous yawning, and wristwatch glancing. While expected, this response is counterproductive. The research is clear: Intelligence (IQ) gets you in the door, but EQ lands you in the winner’s circle.
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